Your role
Are you client centric, organized and passionate about service delivery
As an Onboarding Specialist, you will play a key role in supporting the APAC Asset Management Business and collaborate in a dynamic environment with stakeholders, custodians and technology partners to deliver the best outcomes to the clients.
Key Responsibilities:
- Coordination and execution of all onboarding activities relating to Client Mandate and Product Onboardings, Off-boardings or Strategy changes.
- Manage all lifecycle events including mergers, benchmark changes and custody changes.
- Participate in working group calls to ensure smooth transition of Onboarding events, provide timely status updates and escalation where needed.
- Work closely with the internal stakeholders and custodians for onboardings and lifecycle events to determine the account, market, instruments and tax requirements.
- Work with the custodian to request for relevant custody/market accounts, swift linkages and FX arrangements.
- Responsible for reviewing custody account opening forms and provide timely responses.
- Perform asset transfers related to the onboardings, off-boardings and lifecycle events.
- Perform reconciliation on the related onboardings and life-cycle events and resolve them.
- Contribute to process improvement, identifying and supporting enhancements in onboarding.
Job Type
Full Time
Job Reference #
333912BR
City
Singapore
Your team
You'll be working in the Singapore Asset Management office amongst the key stakeholders as part of the APAC Onboarding Team.
Your expertise
- Minimum 2 years in banking or client service role or a related asset management function.
- Understanding of Asset Management Business and products, financial instruments (equities, fixed income, derivatives, OTC etc).
- Basic understanding of Onboarding processes.
- Bachelor in Business, Finance, Economics or a related field.
- Excellent communication skills in English (Written & Spoken).
- Strong organization skills and ability to multi-task and work under pressure.
- Basic knowledge of Microsoft word, excel and Teams.
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
